Arqis
Solutions ▾
Neoclouds & GPU cloudsGPU supply and customer offtake Data-centre & AI infrastructure operatorsLeases, power and tenant concentration OEM & hardware suppliersDelivery, allocation and warranty exposure Banks, funds & private creditGPU-backed financing and covenants Infrastructure funds & investorsCross-border AI infrastructure capital Insurers & reinsurersStructured exposure and accumulation AI labs & compute buyersFrontier training and inference transactions
How Arqis is used Risk coverage Pricing Extensions Security
Client login
SOLUTIONS · AI LABS & COMPUTE BUYERS

You committed to a five-year training cluster on a roadmap that won't survive the next model generation.

You sign multi-year compute commitments against product and fundraising timelines that move faster than the contract does. We price what you're actually on the hook for, and what you can still change before the next raise or the next model.

Client login →
60–85%
minimum utilisation floors now common in take-or-pay compute transactions
2–3
generations of hardware a typical multi-year commitment will outlive
How Arqis is used

The buy-side view, on the same graph

Buy-side diligence, the signed commitments you already carry, and the facts that keep moving underneath them. One methodology across all three.

01

A new commitment

Before signing a multi-year GPU or cloud commitment, know the termination cost, the utilisation floor exposure and what to negotiate.

"What does this take-or-pay clause cost us if the next raise slips?", priced before you sign.
02

The signed book

Read what you're already on the hook for against your actual training and inference roadmap, not the one from eighteen months ago.

A generation reset clause you forgot you had, worth renegotiating before the next hardware cycle.
03

Facts changed

A provider's allocation, jurisdiction or credit position shifts, and the commitments that depend on it re-rate immediately.

An export-control update on a supplier's fab narrows your own allocation window, flagged same day.
Risk coverage

What a term sheet doesn't tell you

The risks that sit underneath every large compute commitment, priced in dollars, not red/amber/green.

Regulatory Deployment / Stranding Risk
05 · REGULATORY AND GEOPOLITICAL

Chip-level export controls and end-use restrictions can move mid-contract, on either side of the transaction.

AI Efficiency / Compute Compression Risk
08 · DEMAND AND TECHNOLOGY

Model and inference efficiency gains can leave a multi-year commitment sized for far more compute than your workloads now need.

Compute Price / Revenue Risk
04 · MARKET AND REVENUE

Market GPU-hour pricing can fall below the rate you locked in, leaving you paying above market for the rest of the term.

What we charge → All eight risks, and what is covered today → Who we work with, and how → How your contracts are handled →

Send us the commitment you're least sure about. We'll price it before your next board meeting.

Client login